Berkshire Hills Bancorp Inc SEC Filings

Carl M. Carlson, identified as a director and the CFO & Chief Strategy Officer of Beacon Financial Corporation, reported a Section 16 transaction dated 09/19/2025. He was granted 7,879 restricted shares of Beacon Financial common stock at no cash price, bringing his total beneficial ownership to 73,690 shares. The restricted shares were granted under the Beacon Financial Corporation 2025 Stock Option and Incentive Plan and vest in two equal annual installments beginning September 1, 2026. The Form 4 was signed by Marissa S. Martin as power of attorney on 09/23/2025.

Mark J. Meiklejohn, identified as Chief Credit Officer and a director of Beacon Financial Corporation, reported a grant of 6,341 restricted shares of the issuer's common stock on 09/19/2025 under the Beacon Financial Corporation 2025 Stock Option and Incentive Plan. The restricted shares were granted at a $0 price and will vest in two equal annual installments beginning 09/01/2026. After the grant, the reporting person beneficially owned 48,762 shares (which includes the newly granted restricted shares). The Form 4 was signed by a power of attorney on 09/23/2025. No derivative transactions or cash purchases are reported.

Michael W. McCurdy, Chief Banking Officer and Director of Beacon Financial Corporation (ticker shown as BBT), received a grant of 7,879 restricted shares on 09/19/2025. The shares were granted under the Beacon Financial Corporation 2025 Stock Option and Incentive Plan and were issued at a price of $0. Following the reported transaction, Mr. McCurdy beneficially owned 42,888 shares. The restricted shares vest in two equal annual installments beginning September 1, 2026. The Form 4 was signed on behalf of Mr. McCurdy by Marissa S. Martin, P.O.A., on 09/23/2025.

Paul A. Perrault, President and CEO and director of Beacon Financial Corporation (ticker BHLB), reported an insider transaction on Form 4. On 09/19/2025 he was granted 17,921 restricted shares of Common Stock under the Beacon Financial Corporation 2025 Stock Option and Incentive Plan at a $0 purchase price. Following the grant he beneficially owns 222,301 shares in total, which includes restricted shares from the 2025 plan. In addition, he has an indirect beneficial interest in 31,500 shares held by "Paul A. Perrault GRAT #3." The restricted shares vest in two equal annual installments beginning September 1, 2026. The Form 4 was signed by Marissa S. Martin as P.O.A. on 09/23/2025.

Beacon Financial Corp director Willard I. Hill Jr. reported a sale of 1,000 shares of the issuer's common stock on 09/12/2025 at a price of $25.96 per share. After the sale, Mr. Hill beneficially owns 12,326 shares directly and 307 shares indirectly through an IRA. The Form 4 was signed by a power of attorney on behalf of Mr. Hill on 09/16/2025. The filing identifies the reporting person as a director and indicates the transaction was a straightforward disposition; no derivative transactions or additional securities were reported.

Beacon Financial Corporation, formerly Berkshire Hills Bancorp, reported that its audit committee dismissed Crowe LLP as its independent registered public accounting firm and appointed KPMG LLP following the completion of its previously announced merger of equals with Brookline Bancorp. The merger, completed on September 1, 2025, is accounted for as a reverse acquisition, with Beacon as the legal acquirer and Brookline as the accounting acquirer. Crowe’s audit reports on Beacon’s 2023 and 2024 financial statements contained no adverse opinions, disclaimers, or qualified modifications, and there were no disagreements or reportable events with Crowe through September 8, 2025. The company states it did not consult with KPMG on accounting or reporting matters during 2023, 2024, or through September 8, 2025 before this appointment.

Beacon Financial Corporation has filed a Form S-8 to register securities issuable under its new Beacon Financial Corporation 2025 Stock Option and Incentive Plan. This plan is designed to provide stock-based compensation such as stock options, restricted stock, and restricted stock units to employees and other eligible participants. The filing incorporates the company’s latest Annual Report on Form 10-K, recent Quarterly Reports on Form 10-Q, and multiple Current Reports on Form 8-K by reference, so those documents together form the detailed prospectus for participants. The company also restates its Delaware law-based provisions that indemnify directors and officers and limit certain personal liability, and it lists related exhibits including the full plan document and standard award agreement forms.

Joanne B. Chang filed an Initial Statement of Beneficial Ownership (Form 3) reporting ownership of 10,443 shares of Common Stock of Beacon Financial Corp (symbol shown as BBT). The filing lists Chang's address in Boston, MA, and indicates her relationship to the issuer as a Director. The event date requiring the statement is 09/01/2025, and the form is signed on behalf of Joanne B. Chang by Marissa S. Martin as power of attorney on 09/05/2025. The report is filed by one reporting person and discloses the shares as directly beneficially owned.

Beacon Financial Corp (BBT) Form 3: John M. Pereira reported beneficial ownership of 19,431 shares of Common Stock on an initial Form 3 covering an event dated 09/01/2025. The filing indicates Mr. Pereira is a director of the issuer and the Form was signed on his behalf by Marissa S. Martin, P.O.A., on 09/05/2025. The filing was completed by one reporting person and lists the position and direct ownership without additional derivatives or indirect holdings.